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Release Notes

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All brainX versions with their changes, new features and improvements.

Version:

Version 2026.9

20 October 2026

General

New
  • New field type "state code" (depending on the selected country) for all modules with addresses, the company information and the personal settings. Public holiday data per country and state is shipped with the system.
  • Duplicates from different modules can be merged, e.g. a lead with a contact. The target module can be chosen freely; the other record is taken over with all its relations and is deleted afterwards.
    • For each target field you choose whether to keep its value or take it over from the other record. The field mapping can be saved and reused.
Modified
  • If the field validation fails on save, no intermediate dialog is shown any more. Instead a message appears at the bottom left, the first invalid field is scrolled into view and receives the focus.

Appointments

New
  • New calendar option "Show public holidays": Read-only full day appointments of type "Public holiday" are created for the user, matching their default country, state and language. The new cron job "Holiday appointments" keeps the appointments up to date and must be enabled once.
  • Appointment reminders now appear as their own stack in the top right corner with a live countdown to the start. The stack stays visible until it is actively dismissed.
  • New calendar settings for the default times of the first and second reminder (per user, with a global admin default). They pre-fill new appointments and are applied to the copy of accepted invitations.

Connect

New
  • Phone numbers can now be clicked even without a connected phone system. The feature is activated per tenant under Settings › Company information › Connect.
  • Every click on a phone number linked this way is recorded in the Connect module as a call with the status "Call started via link", together with the record the number came from.
  • If a phone system is set up for the user, calls are still placed directly through it.
  • Click to dial can now be switched off per phone field in the field settings of the layout editor.

Contracts

Modified
  • Inactive line items can be reactivated using the "Create Upgrade Deal" action.

Email accounts

New
  • Responses to meeting invitations from Exchange mailboxes show the attendee's reply as well as a proposed new time with current and proposed time.
    • "Accept proposal" moves the Exchange event and the linked brainX appointment directly to the proposed time; Exchange notifies the attendees.
  • The email widget has a new filter icon in its header. It shows only high priority, flagged or unread emails.

Home

Modified
  • The "Sales Preview" widget now displays the data in the user's currency, as set in the settings.

Invoices

Modified
  • Final invoices no longer require an account. Advance invoices are determined and selected by the sales order alone.

Planned actions

New
  • Executed planned actions are no longer deleted but kept as history for 30 days. They are hidden in the regular views and can be inspected via the fixed "History" view, including the details of the executed action. A daily cron job removes older entries.

Products

New
  • The field "Price" can be enabled for mass editing in the layout settings. The entered value applies to the record's base currency; prices in other currencies remain unchanged.

Reports

Modified
  • When a chart is added to a report, the chart name is prefilled with the report title.

Services

New
  • The field "Price" can be enabled for mass editing in the layout settings. The entered value applies to the record's base currency; prices in other currencies remain unchanged.

Settings

New
  • If the exchange rate for a currency is adjusted in the global settings, it can now be applied to all contracts.

Templates

New
  • New layout option "Last page": Like the cover, a last page with its own content can be designed. It is output directly after the template content; watermark, header and footer can be set separately for the last page.
  • "PDF as template" can now be uploaded separately for the cover and the last page. The existing PDF template is the default for all pages without a template of their own.
  • A background colour can be selected for the cover, the content and the last page. It is shown in the layout editor and applied to the whole page on export.
  • Page breaks can be switched off per product block group in the block settings, e.g. for a summary.
  • The Barcode placeholder offers the new type "QR Code GiroCode" (EPC QR code for banking apps) for amount fields in invoice templates.

Timesheets

New
  • If a timesheet overbooks the linked contingent, a confirmation is shown before saving.

Automation

New
  • Picklists, checkboxes and user fields offer the new comparators "was" and "was not" in conditions, which check the value before saving. Together with "is", they detect value transitions.
  • Delays and recurrences of automation actions can skip public holidays. Country and state are determined by selectable sources.
  • Date blocks in user-defined field values can be restricted to allowed weekdays and can skip public holidays. The settings are located in the dialog for the output format of the block.
  • Date fields in conditions have the new comparators "is weekday", "is not weekday", "is public holiday" and "is not public holiday". The weekdays or the sources for country and state are selected as compare value.
  • The new search finds automations (name, description, category) as well as triggers, conditions and actions by their name. A hit opens the automation directly at the found node; "show all hits" or Enter filters the list.
  • Nodes in the editor can be combined into named, coloured groups via the context menu of the selection.
    • Dragging the group header moves all nodes of the group together.
    • Name, colour and description of a group can be edited via the group header; nodes can be added to or removed from a group.
    • All nodes of a group can be enabled or disabled at once via the group header.

DATEV

Modified
  • If DATEV reports an error during the transfer to the booking data service or invoice data service, for example for a document image or a booking batch, the result popup now shows the DATEV message and, if a single record is affected, a link to that record.

Dashboard

New
  • The widget "Upcoming change events" has a filter for deals in its settings.
  • The cashflow widget can be restricted to one company in its settings. The selection applies to the chart, the table and the CSV export and is shown in the widget subtitle.

Editor

New
  • Table rows and columns can be copied or cut including their content and pasted elsewhere in the table before or after the current row or column. The new actions are located in the toolbar groups "Row" and "Column".
Modified
  • The toolbar reflects the text alignment of the selected text or the current cursor position, also inside table cells. Active formatting is also highlighted in the collapsed toolbar.

KPI Header Bar

New
  • A Home Dashboard widget for KPIs has been added.
  • The names of the KPIs are only in English.
  • My settings now include new fields for the KPIs. Additional KPIs are in the planning stages.
  • The company information settings now include new fields for the KPIs.

Layout editor

New
  • Dynamic fields and blocks: conditions control the display of a field or of a whole block (tab "Dynamic display" in the field and block settings).
    • The behavior is selectable per condition group: show the field, additionally make it required, or only make it required. Pre-existing variable mandatory field configurations behave unchanged.
    • Hidden fields keep their stored value.

Record subscriptions

New
  • Subscribers of a record are now informed by the system by email or notification when fields change or the record is deleted.
  • The new system email templates offer the special fields "Module of the record", "Change: user", "Change: time" and "Changed fields (list)".

Warehouse management

New
  • New global setting "Warehouse management" in the basic setup under product block.
  • New automation actions "Reduce stock quantity" and "Increase stock quantity".
    • Deleting a record reverts the stock booking, restoring it books the stock again.
  • New automation trigger "Record restored".
  • The stock fields of the products (qty in stock, reorder level, qty in demand) are hidden as long as the warehouse management is deactivated.

Technical change

Modified
  • The list of available currencies has been updated to the current ISO 4217 standard: missing active currencies were added, withdrawn currency codes removed. Already configured currencies are kept; if their code is no longer valid, the DATEV validation reports it.
  • When creating a record (including quick create), reference fields with a filter on related records offer all records of the target module. When editing, the selection stays limited to related records as before.
  • REST API 1.2.0: Creating and editing records applies the same field validation as the edit view (conditional mandatory fields, date dependencies, uniqueness, module specific rules). If a check fails, the record is not saved and the API responds with status 400 and a message that names each affected field and the reason. Requests that were accepted before can now be rejected.
  • Hierarchy view (e.g. organisation hierarchy): Subordinate records are sorted alphabetically by name.

Version 2026.8

22 September 2026

Appointments

New
  • The month overview in the calendar sidebar highlights the current week.
  • In the month overview, a mark below the date shows how many appointments a day has: a dot for one appointment, a widening bar for several.

Contracts

Modified
  • Line items with the status "Cancelled" are now included in the total amount of contracts.

Controllix

New
  • New field “Due date”: holds the first due date of the contract. The cashflow uses it to determine the day of debit or transfer; when empty, the start date is used as before. Existing contracts were prefilled with due date = start date.

Documents

Modified
  • Documents that are used as invoice documents are no longer locked completely: only the file fields are blocked and shown as read-only, all other fields remain editable.

Email accounts

New
  • Reference suggestions in emails now display detailed information when you hover over the suggestion with the mouse.

Planned actions

Modified
  • The details of a planned e-mail now show the complete message exactly as it will be sent for the affected record.

Reports

New
  • Reports can now be limited to subscribed records. The filter of a report offers the "Subscribed" field of the primary module for this.

Templates

New
  • New placeholder "form field" (text, text area, checkbox, select) with label, default value, required option and optional field mapping including prefill.
  • The PDF export thus creates a fillable PDF.
  • When sending via DocuSeal or DocuSign, the recipient fills in the fields while signing; values of mapped fields are then automatically written back to the record.
Modified
  • PDF export from the detail view always prefers the record's language

Automation

New
  • The new action "Update multiple line items" changes several line items of a record in a single save. It is started by record triggers and therefore no longer requires a line item trigger.
    • The setting "Line items to update" defines whether all line items of the record are changed or only those matching the connected conditions.
    • Only line items matching the configured item type are considered (product or service).
    • Blockly formulas can access the fields of the line item currently being processed, so every line item can receive its own value.
    • The "Dunning fee" option is not available for this action, as it would otherwise be applied to all updated line items at once.
  • The new action "Convert lead" converts a lead automatically.
    • The action offers the same range as the manual conversion: account and partner, contact, deal, appointment, task, note as well as the transfer of comments, tags, website visits and note widgets.
    • Account, partner and contact are derived from the data of the lead. If a record with exactly the same name already exists, it is used instead of creating a new one.
    • The fields of the created records can receive fixed values or can be calculated from the fields of the lead with user defined values.
  • Added triggers, conditions, and placeholders for event attendees
  • All nodes and connections connected to the selected node can be highlighted - previous ones as well as following ones. The highlighting is enabled by the switch at the bottom of the editor and is remembered.
  • The automation editor provides a context menu for all components, which also adds new functions that were not previously available
    • Nodes can be aligned horizontally and vertically. To do this, use multiple selection while holding down the Shift key.
    • Right-clicking on a single node allows you to select that node and all subsequent nodes as well.
  • Entire sequences from existing automations can be moved out using the context menu.
    • You can decide for yourself what should happen to the moved thread afterward. It can either remain unchanged, be deactivated, or, if necessary, be deleted.
    • The outsourcing can be done either as a new automation or as an addition to an existing one.
  • The delay of an action can be restricted to specific weekdays. The calculated date is then moved to the next selected weekday.
  • Recurrences can have their own weekdays: those of the delay apply to the first execution, those of the recurrence to all following ones.
  • The triggers for a signed envelope from DocuSign and DocuSeal now also allow the fields of the block "Envelope for digital signature" to be used as a condition and to be selected for delaying actions.
Modified
  • Moving the editor area keeps the current node selection.
  • When changing number fields through record actions, their values are automatically rounded to the available number of decimal places. Currencies are always rounded to two decimal places.

DATEV

New
  • When a cancelation for an invoice with deferred revenue is transferred, the associated recurring bookings are now reversed automatically. Periods that have already been posted are balanced by a single collective correction dated to the cancelation, while the remaining periods are offset by a mirrored recurring booking. Manual intervention in DATEV is therefore no longer necessary.

Dashboard

New
  • Widgets for list views and related lists have a search. It is shown and hidden with the magnifier in the header of the widget and also applies while sorting and paging.
  • The actions menu of these widgets contains the action "Show list". For a related list widget the record is opened with the matching related list, that selection is only temporary.
Modified
  • Adding widgets to a widget group is located in the actions menu of the group instead of next to the tabs.
  • Every user can arrange the order of the widgets inside a widget group. The order is stored per user and is kept after a reload.

Digital signature

New
  • When a recipient views, signs or declines an envelope, this is now recorded as a special change in the change history of the related record in addition to the notification.
Modified
  • If a document contains selectable items, the signer now has to tick at least one of them.
    • If the document already contains a mandatory item, the requirement is fulfilled and all remaining items stay optional.

Editor

New
  • Tables can now also be inserted in the description of tasks and in the signature of the e-mail configuration and the Exchange Online configuration.
  • The style of a list's bullet points can be configured. It can be the same for all levels or vary by level.
  • The start value of a numbered list can be set.

Time tracking

Modified
  • The time tracking synchronisation was reworked and sends considerably fewer requests to the provider. Time entries are still synchronised as often as before, customers, projects, services and users are read at longer intervals.

Variable mandatory fields

Modified
  • Variable mandatory fields are now configured directly on the target field and can be combined with condition groups, just like in the automations.
    • Every field of the module can serve as a condition, no longer only picklists.
    • Mass update now checks variable mandatory fields per record.
    • Existing configurations were migrated automatically during the update.

Version 2026.7

25 August 2026

General

New
  • A default font and font size can now be set for text areas with HTML formatting.

Settings

New
  • A column has been added to the user list to display all of a user's possible roles.

Templates

New
  • New placeholder for the new "Signature" user field, which is either populated dynamically with the name of the person responsible for the record or set to a specific user.

User

New
  • A new file field for users named "Signature," which can only be viewed and edited by the user themselves.

DATEV booking data service

New
  • Automatic assignment of the next debtor number is now also available for contacts. This feature can be enabled in the client settings under "DATEV booking data service" via the checkbox "create debtor numbers for contracts".

Jira Service Management

New
  • The company settings now allow to define an assigned user for tickets created through the Jira portal

ZUGFeRD/XFactur

Modified
  • In the "Codes & Units" settings, you can now configure the codes for the various export modules individually.

Version 2026.6

28 July 2026

General

Modified
  • Actions in records now open an overlay which allows creating a new dataset quickly.

Reports

New
  • CSV files from list views, reports and the sales preview are now exported in the background. Once the file has been successfully generated, the user is notified and can download it.

Emails

New
  • Attachments from wiki entries can now be attached to emails.
Modified
  • When an email is sent via the PDF export feature, suitable recipients are now automatically suggested.

Templates

Modified
  • Templates can now be assigned to a company.

Billing

Modified
  • The quantity and list price of items in product blocks can now be entered with up to 6 decimal places.
  • Product and service prices can also include up to six decimal places.
  • Favored actions for line items now include additional text descriptions.

Version 2026.5

30 June 2026

Connect

New
  • The Sipgate integration now also supports Sipgate Neo

Settings

New
  • In the layout editor, fields that have been moved to the additional details section are now clearly indicated by an icon. You can use this icon to move the fields back to the detail view.